Diffusing the Tax Time Bomb
Taxes in retirement require a lot of strategy and planning to get it right. What can you be doing now to prepare for taxes later on?
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tax strategy
Is Your Financial Advisor Doing This?
Do you know what your advisor should be helping you with? You don’t know what you don’t know…so we’ll talk today about what you should be discussing with your financial advisor.
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The True Value Of Working With A Financial Advisor
Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.
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Episode #12: The 411 On Retirement Elevated Classes
We’re all about financial education at Elevated Retirement Group. Discover how attending one of our classes could help you better prepare for retirement.
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Episode #8: Real Advising Is Problem-Solving
Advising involves investing, but it’s so much more than that. Sean and guest host Chris Cordova explain why real financial advising is problem-solving.
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Episode #2: Creative Tax Strategies
How you tap into your retirement accounts can really alter your retirement. We’ll provide you with a few helpful examples and show you the positive impacts of utilizing creative tax strategies and the consequences of not properly planning.
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Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.